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Overview


In this section, you will find information about:

  • Process
  • Steps and Status

Table of content


 

Step-By-Step


Process Overview

 

The Status are the following ones:

 

  • Open: As soon as the Webform is created
  • Under Investigation: This status is set manually to facilitate the case follow-up. This status should be set when the case has been assigned to the right GBU/contact
  • Under Review: This status is set manually. It should be set when the case has been taken in charge and the answer has been ye sent to the prospect/customer
  • Pending Approval: This status is set manually when before answering to the prospect/customer, a validation is needed
  • Closed: When the Webform is closed and an answer has been given to the prospect but there is no follow-up
  • Closed - Accepted: When a Webform has been converted into an Opportunity or a Case (Sample request or Customer Request). This status is automatically updated when the webform is updated
  • Closed - Rejected: When the Webform is closed without answer to the prospect

 

 

 

 

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